Private Advisory Group LLC Grows Stock Position in American Express Company $AXP

Private Advisory Group LLC grew its holdings in American Express Company (NYSE:AXP) by 6.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 36,227 shares of the payment services company’s stock after acquiring an additional 2,132 shares during the quarter. Private Advisory Group LLC’s holdings in American Express were worth $13,402,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of AXP. Brighton Jones LLC raised its position in shares of American Express by 24.4% in the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock valued at $1,924,000 after purchasing an additional 1,273 shares during the last quarter. Sivia Capital Partners LLC grew its position in American Express by 13.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock worth $554,000 after purchasing an additional 200 shares during the last quarter. Schnieders Capital Management LLC. acquired a new position in American Express during the 2nd quarter valued at approximately $428,000. Howland Capital Management LLC increased its stake in American Express by 4.2% during the 2nd quarter. Howland Capital Management LLC now owns 2,216 shares of the payment services company’s stock valued at $707,000 after purchasing an additional 90 shares in the last quarter. Finally, Level Four Advisory Services LLC raised its holdings in shares of American Express by 6.4% in the second quarter. Level Four Advisory Services LLC now owns 7,447 shares of the payment services company’s stock worth $2,376,000 after buying an additional 447 shares during the last quarter. Hedge funds and other institutional investors own 84.33% of the company’s stock.

American Express News Summary

Here are the key news stories impacting American Express this week:

• Positive Sentiment: AXP is pushing new product and technology initiatives — the company rolled out a 2% cash-back Graphite card and is expanding AI-driven tools aimed at deepening engagement with business customers, which could support spend and revenue growth over time. American Express Bets Big on AI, Cash Back in 2026 Push
• Positive Sentiment: Investor-focused coverage highlights sustained demand for premium cards and membership services, which supports higher-margin revenue streams and customer loyalty—one of the reasons long-term thesis holders remain constructive. 3 Things Every American Express Investor Needs to Know
• Neutral Sentiment: Analysis argues AXP is not materially threatened by rapid AI disintermediation of commerce today — management and analysts point to AmEx’s network, data, and premium customer base as defenses vs. “agentic AI” threats. This is more a reassurance than a near-term catalyst. Why American Express Doesn’t Fear an Agentic AI Shop-ocalypse
• Neutral Sentiment: Industry moves and competitor developments (Bread Financial, Clear Secure, travel rental players) are shaping the competitive and travel-spend backdrop; these stories can shift relative sentiment toward card issuers but are not direct AXP catalysts. BFH Stock Near 52-Week High: A Signal for Investors to Hold Tight? Hertz Stock and Other Shutdown Winners Slump as TSA Funding Truce Signals End to Travel Chaos
• Negative Sentiment: Market headlines note AXP declined more than the broader market today; short-term price pressure appears driven by recent share-price weakness and investor rotation away from higher-beta financials. Why American Express (AXP) Dipped More Than Broader Market Today
• Negative Sentiment: Investors remain sensitive to recent fundamental signals — AXP’s latest quarter showed only a very small EPS miss and management set FY‑2026 EPS guidance that the market will closely scrutinize; lingering valuation concerns and the stock’s YTD weakness keep downside risk elevated. Is It Time To Revisit American Express (AXP) After Recent Share Price Weakness?

Insider Buying and Selling

In related news, insider Howard Grosfield sold 8,134 shares of the firm’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the sale, the insider directly owned 9,433 shares of the company’s stock, valued at $3,270,704.09. This trade represents a 46.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of American Express stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $356.58, for a total value of $5,348,700.00. Following the transaction, the insider owned 8,945 shares of the company’s stock, valued at approximately $3,189,608.10. This represents a 62.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 73,944 shares of company stock worth $26,114,366 over the last ninety days. 0.20% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of brokerages have recently weighed in on AXP. Wells Fargo & Company boosted their price objective on shares of American Express from $400.00 to $425.00 and gave the company an “overweight” rating in a report on Wednesday, December 17th. Barclays raised their target price on American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a research note on Tuesday, January 6th. Evercore set a $393.00 price target on American Express in a research report on Tuesday, February 10th. Weiss Ratings reissued a “buy (b-)” rating on shares of American Express in a report on Friday. Finally, Truist Financial reduced their price objective on American Express from $400.00 to $360.00 and set a “buy” rating for the company in a research note on Monday, March 23rd. Nine equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $352.95.

American Express Stock Up 0.0%

NYSE:AXP opened at $292.40 on Monday. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.59 and a quick ratio of 1.58. The company’s fifty day moving average price is $329.61 and its 200-day moving average price is $347.03. American Express Company has a 1-year low of $220.43 and a 1-year high of $387.49. The firm has a market capitalization of $200.52 billion, a P/E ratio of 19.00, a PEG ratio of 1.24 and a beta of 1.14.

American Express (NYSE:AXP) last posted its earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.54 by ($0.01). The business had revenue of ($17,139.00) million for the quarter, compared to analyst estimates of $18.91 billion. American Express had a net margin of 15.00% and a return on equity of 33.49%. The company’s revenue for the quarter was up 10.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, equities research analysts anticipate that American Express Company will post 15.33 EPS for the current year.

American Express Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Friday, April 3rd will be issued a $0.95 dividend. This is a boost from American Express’s previous quarterly dividend of $0.82. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $3.80 annualized dividend and a dividend yield of 1.3%. American Express’s payout ratio is presently 24.69%.

About American Express

American Express is a global financial services company primarily known for its payment card products, travel services and merchant network. Founded in 1850 as an express mail business, the company evolved through the 20th century into a payments and travel-focused organization. Its core activities include issuing consumer and commercial charge and credit cards, operating a global card acceptance and processing network, and providing travel-related services and customer loyalty programs.

American Express issues a range of products for individuals, small businesses and large corporations, including personal cards, business and corporate cards, and co‑brand partnerships with airlines, hotels and retailers.